Montag & Caldwell

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Market Update

    2Q25 Quarterly Market Commentary

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    Monthly Performance Summary 5/9/25

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    Monthly Market Summary 3/5/25

    Market Update

    Monthly Performance Summary 2/5/2025

    Market Update

    Monthly Performance Summary 1/8/25

    Market Update

    3Q24 Quarterly Market Commentary

    Market Update

Welcome to Montag

  • About Us
    • Form CRS/Policies/Transparency in Coverage Rule
  • Firm Overview
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Principal Spotlight

  • Strategies
    • Overview
    • Large Cap Growth
    • Mid Cap Growth
    • Thematic Growth
    • Balanced Growth
    • Global Tactical Allocation Model (GTAM)
  • Commentaries
  • Private Client Group
  • People
  • About
    • Firm Overview
    • Firm Philosophy
    • Firm History
    • Advocacy Wealth
    • Form CRS/Policies/Transparency in Coverage Rule
    • Social Media Disclosure
  • Contact Us

Phone (404) 836-7100[email protected]
3455 Peachtree Road, NESuite 1500Atlanta, Georgia 30326-4202